WisdomTree True Developed International Fund
DOL
76 hedge funds and large institutions have $285M invested in WisdomTree True Developed International Fund in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 25 reducing their positions, and 8 closing their positions.
26% more capital invested
Capital invested by funds: $227M → $285M (+$58.4M)
11.11% more ownership
Funds ownership: 60.16% → 71.27% (+11%)
0% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 25
5% less funds holding
Funds holding: 80 → 76 (-4)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
50% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$23.4M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$10.7M |
| 3 |
Morgan Stanley
New York
|
+$7.46M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$6.82M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.34M |
| 2 |
JP Morgan Chase
New York
|
-$1.45M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.13M |
| 4 |
M&T Bank
Buffalo,
New York
|
-$1.04M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$788K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TCWA
76
Ten Capital Wealth Advisors
Spokane,
Washington
| $1K | – | – | – |
|
|
77
Citadel Advisors
Miami,
Florida
| – | -$2.34M | -56,015 | Closed |
|
|
78
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$788K | -18,827 | Closed |
|
|
IA
79
IFG Advisory
Atlanta,
Georgia
| – | -$371K | -8,870 | Closed |
|
80
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$83K | -1,973 | Closed |
|
|
CPA
81
Cardiff Park Advisors
Carlsbad,
California
| – | -$71K | -1,687 | Closed |
|
|
RIM
82
Rockbridge Investment Management
Syracuse,
New York
| – | -$43.2K | -1,032 | Closed |
|
|
SWM
83
SeaCrest Wealth Management
Purchase,
New York
| – | -$17K | -406 | Closed |
|
|
CAGAS
84
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| – | -$17K | -340 | Closed |
|
DOL Hedge Fund Activity: Q3 2022 in Review
76 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q3 2022, worth a combined $285M — up 26% from $227M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of DOL and 4 opened new positions — a net loss of 4 holders — while 25 trimmed existing stakes and 25 added.
The largest buyer was Envestnet Asset Management, adding an estimated $23.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.34M sold.
- 76 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q3 2022, down from 80 in Q2 2022.
- Funds reported $285M of WisdomTree True Developed International Fund stock for Q3 2022, up 26% quarter-over-quarter.
- 4 funds opened new WisdomTree True Developed International Fund positions in Q3 2022 and 8 closed out, a net change of -4 holders.
- The largest WisdomTree True Developed International Fund buyer in Q3 2022 was Envestnet Asset Management, an estimated $23.4M added.
- The largest WisdomTree True Developed International Fund seller in Q3 2022 was Citadel Advisors, an estimated $2.34M sold.
Based on aggregated 13F filings for Q3 2022.